|
1
|
UBS Group
Zurich,
Switzerland
|
$253M
|
-$52.8M
|
-995,132
|
-17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
-$28.6M
|
-539,119
|
-15%
|
|
|
3
|
|
$119M
|
+$30.6M
|
+576,892
|
+34%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$117M
|
+$28.4M
|
+534,473
|
+32%
|
|
|
5
|
Windhaven Investment Management
Boston,
Massachusetts
|
$89.3M
|
-$2.12M
|
-39,934
|
-2%
|
|
|
6
|
Managed Account Advisors
Jersey City,
New Jersey
|
$86.6M
|
+$11M
|
+206,494
|
+14%
|
|
|
7
|
Curian Capital
Denver,
Colorado
|
$78.6M
|
-$57.3M
|
-1,079,664
|
-42%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$73.7M
|
+$56M
|
+1,054,722
|
+299%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$71.5M
|
+$945K
|
+17,813
|
+1%
|
|
|
10
|
|
$53.6M
|
-$4.05M
|
-76,273
|
-7%
|
|
|
11
|
|
$47.5M
|
+$2.26M
|
+42,560
|
+5%
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$41.5M
|
+$2.76M
|
+51,966
|
+7%
|
|
|
13
|
Vanguard Group
Malvern,
Pennsylvania
|
$36.8M
|
+$17.2M
|
+324,435
|
+86%
|
|
|
14
|
|
$35.6M
|
+$36.1M
|
+679,392
|
New
|
|
|
15
|
Makena Capital Management
Menlo Park,
California
|
$35.6M
|
+$36.1M
|
+679,392
|
New
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$33M
|
+$1.19M
|
+22,470
|
+4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.5M
|
+$4.43M
|
+83,473
|
+16%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$28.6M
|
+$11.8M
|
+222,004
|
+69%
|
|
|
19
|
Windham Capital Management
Boston,
Massachusetts
|
$26.2M
|
-$49.4M
|
-930,319
|
-65%
|
|
|
20
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$25.7M
|
+$3.07M
|
+57,770
|
+13%
|
|
|
21
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$24.7M
|
+$265K
|
+4,991
|
+1%
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$24.6M
|
+$5.25M
|
+98,987
|
+27%
|
|
|
23
|
Stadion Money Management
Watkinsville,
Georgia
|
$23.8M
|
-$9.06M
|
-170,812
|
-27%
|
|
|
24
|
National Planning Corporation
El Segundo,
California
|
$23.4M
|
+$5.17M
|
+97,355
|
+28%
|
|
|
25
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$21.7M
|
-$30.7K
|
-578
|
-0.1%
|
|
